Empowering Your Financial Future, One Solution at a Time.
At FB Financial & Associates, we pride ourselves on being a team of dedicated professionals committed to providing comprehensive financial solutions for your family and business. Our expertise spans financial planning, health insurance, business continuation, business succession, executive benefits, group benefits, and portfolio management. With years of experience in the financial services industry, our team, led by Firth Bateman, is dedicated to helping you accumulate and protect your wealth, increase your personal cash flow, and ensure the continuity of your business.
Our Story
Firth Bateman, the founder of FB Financial & Associates, has been in the financial advisory business since the mid-nineties. Licensed in British Columbia and located in the Lower Mainland area of BC, Firth began his career as a life insurance agent with Sun Life Assurance Company of Canada (now Sun Life Financial) in 1995. He later left Sun Life to start his own independent financial advisory services practice in 1996. With a strong background in social services and education, Firth brings a unique approach to financial planning, focusing on building long-term relationships with his clients.
Our Services
We offer a wide range of services designed to address the unique financial needs of families and business owners. From health insurance and association health travel insurance to financial planning, business continuation, and business succession, we can help you navigate the complex world of finance. Our team is committed to providing personalized service, tailored to your specific needs and goals. Whether you're just starting your career, growing your family, or preparing for retirement, we're here to help you every step of the way.
Our Mission
At FB Financial & Associates, our mission is to provide innovative financial solutions that help our clients achieve their goals and secure their financial futures. We're dedicated to building long-term relationships, founded on trust, expertise, and a commitment to excellence.
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